159: From Surviving to Thriving with Jon Wong, CFP®
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159: From Surviving to Thriving with Jon Wong, CFP®
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このコンテンツについて
In this episode, Luis speaks with Jonathan Wong, CFP®. Jonathan Wong is the Founder and CERTIFIED FINANCIAL PLANNER™ professional of Layari Financial, a fee-only comprehensive financial planning practice helping individuals, growing families, business owners and high-level executives organize, grow and protect their assets through life’s transitions.
Jon founded Layari Financial to offer a better experience.
After 15 years working for larger financial planning practices, he decided to follow his dream of starting his own firm. His mission is to serve people like himself: a first generation minority, ambitious in taking control of his financial future.
In this episode Luis and Jon discuss:
· The entrepreneurial journey and the importance of having a strong why
· How to setup a strong financial foundation
· Changing your mindset to set yourself up for financial success
· Empowering your children via education in order to create generational wealth
And much more…..
Resources:
Connect with Jon
Monarch Money Budgeting App